Juncture Wealth Strategies LLC Lowers Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Juncture Wealth Strategies LLC reduced its stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 66.5% during the third quarter, Holdings Channel.com reports. The institutional investor owned 37,871 shares of the company’s stock after selling 75,047 shares during the period. Juncture Wealth Strategies LLC’s holdings in Schwab U.S. Aggregate Bond ETF were worth $837,000 as of its most recent filing with the SEC.

Several other institutional investors also recently added to or reduced their stakes in the stock. HORAN Wealth LLC increased its stake in shares of Schwab U.S. Aggregate Bond ETF by 4.0% during the 2nd quarter. HORAN Wealth LLC now owns 11,523 shares of the company’s stock worth $267,000 after purchasing an additional 447 shares during the last quarter. M1 Capital Management LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 0.4% in the fourth quarter. M1 Capital Management LLC now owns 102,858 shares of the company’s stock valued at $2,404,000 after purchasing an additional 459 shares during the last quarter. Parallel Advisors LLC lifted its stake in Schwab U.S. Aggregate Bond ETF by 2.4% in the fourth quarter. Parallel Advisors LLC now owns 20,470 shares of the company’s stock valued at $478,000 after purchasing an additional 479 shares during the last quarter. World Investment Advisors grew its holdings in Schwab U.S. Aggregate Bond ETF by 4.8% during the fourth quarter. World Investment Advisors now owns 12,158 shares of the company’s stock valued at $284,000 after purchasing an additional 562 shares during the period. Finally, NBT Bank N A NY increased its position in Schwab U.S. Aggregate Bond ETF by 0.7% in the first quarter. NBT Bank N A NY now owns 76,663 shares of the company’s stock worth $1,780,000 after buying an additional 566 shares during the last quarter.

Schwab U.S. Aggregate Bond ETF Trading Up 0.3%

SCHZ traded up $0.06 during trading hours on Tuesday, hitting $22.05. The stock had a trading volume of 2,239,162 shares, compared to its average volume of 2,269,042. Schwab U.S. Aggregate Bond ETF has a 1 year low of $21.92 and a 1 year high of $23.73. The company’s fifty day simple moving average is $22.60 and its 200 day simple moving average is $22.92.

Schwab U.S. Aggregate Bond ETF Profile

The Schwab U.S. Aggregate Bond ETF (SCHZ) is an exchange-traded fund that is based on the Bloomberg U.S. Aggregate Bond index. The fund tracks a broad index of U.S. investment grade fixed income securities, including corporate, government, and mortgage-backed securities. SCHZ was launched on Jul 14, 2011 and is managed by Charles Schwab.